BUSINESS
MC Exclusive: Investors must share blame for India Inc’s reluctance to sacrifice margins for growth, says Sunil Singhania
In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
BUSINESS
MC Exclusive: Sunil Singhania’s top sector bets bypass obvious consumption plays
Abakkus founder backs discretionary names, pharma, chemicals and engineering over pricey consumer staples and autos
BUSINESS
MC Exclusive: Sunil Singhania on the Wealth Formula: High tariff not base case; second half earnings could surprise on low expectations
While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.
BUSINESS
Why Rajeev Thakkar loads up on US tech but won’t touch Chinese stocks
US tech offers growth and resilience, while China’s legal grey areas make them risky
INDIA
PPFAS’s Rajeev Thakkar: Shakeout needed for next leg up, sideways markets offer breather
Hyper competition and valuation premiums rather than tariffs keeping a lid on stocks prices, according to Thakkar
BUSINESS
80% of headwinds behind us; GST cut already priced in by markets, says Sunil Singhania
Singhania of Abakkus calculates that lower GST, tax cuts, and softer EMIs translate into roughly ₹20,000 crore per month of additional consumer liquidity.
BUSINESS
MC Exclusive: “Early success blindsides you”: Saurabh Mukherjea on mistakes, lessons learnt, and favourite Indian investors
The founder of Marcellus reflects on how his investing approach has shifted over the past three years, after his early conviction in staying invested in high-priced, high-quality stocks came under pressure
BUSINESS
Relaxo was the hardest lesson in investing, says Saurabh Mukherjea
He could not have imagined that a company which has historically made very good decisions, enriched shareholders to the tune of 100x I think in the preceding 20 years could make make strategic misjudgments, Mukherjea said.
BUSINESS
Asian Paints’ moat undiminished, new entrants a million miles from making money: Saurabh Mukherjea
Mukherjea argued that most challengers don’t have that staying power. Instead, they rely on discounts, media publicity, and higher dealer margins to gain short-term traction.
BUSINESS
Downhill racing over, time for the Ferraris of banking to pull ahead, says Saurabh Mukherjea
As asset quality pressures mount in retail credit and smaller lenders face headwinds, the case for sticking with quality lenders — the 'Ferraris' — will pay-off, said the founder of Marcellus Investment Managers
BUSINESS
'First cheque bounces' at decade high in tech hubs like Bengaluru, one in 10 households unlikely to repay loans: Saurabh Mukherjea
Tech and job losses is starting to show stress even in secured credit like mortgages, according to the founder of Marcellus Investment Managers.
BUSINESS
Top private banks 'balance transfer out' risky loans; pass on rate cuts unevenly to customers, says Saurabh Mukherjea
Strong players with disciplined underwriting and risk-adjusted pricing will capture greater market share, according to the founder of Marcellus Investment Managers
BUSINESS
SEBI’s expiry-day clampdown: Can it curb alleged Jane Street-style manipulation?
Penalties for breaching position limits may keep large algo funds cautious, but markets could still remain vulnerable to alleged Jane Street-style manipulation
BUSINESS
From hunting upside to managing risk: S Naren on navigating today’s markets
The celebrated CIO of ICICI Prudential Mutual Fund, with over Rs 10 lakh crore AUM and a two-decade record of 20 percent annualised returns shares his playbook for risk, valuations and opportunity spotting in a changed market cycle.
BUSINESS
MC Interview | Jio BlackRock’s big bet: Marrying scale with reach to disrupt India’s mutual fund landscape
The BlackRock–Jio joint venture is gearing up for a long innings in Indian investing, CEO Sid Swaminathan has said.
BUSINESS
Inside the stock market’s VIP lounge: How Sebi plans to stop the gatecrashers
Block deals promise quiet, high-stakes trades - but leaks, opportunists, and Bollywood-villain tactics have turned them into a circus. Sebi's new move could rewrite the script.
BUSINESS
S Naren sees 90s-style boom-bust risk, says large caps are the only safe harbour
ICICI Prudential AMC CIO S Naren warns against chasing frothy IPOs, urges investors to guard portfolio quality, liquidity, and size.
BUSINESS
Investors are the new bankers, markets resemble ’90s boom that went bust, warns S Naren
ICICI Prudential’s veteran CIO says retail and institutional investors are now driving India’s capital allocation, raising fears of mispricing and overexposure to equities.
BUSINESS
S Naren’s Big Bet: From China to Brazil, the next big boom isn’t in India or the US
Ex-US, ex-India markets are primed for a comeback, but a $7 billion ceiling blocks mutual fund access — and Naren says lifting it could unlock huge gains for Indian investors
BUSINESS
S Naren’s new investment mantra: Take the 10% and run
As valuations stretch, the ICICI Prudential's chief investment officer S Naren says he is happy to take smaller, sure-shot gains.
BUSINESS
The next earnings upgrade candidates could come from consumption, says Tata MF’s Rahul Singh
Low expectations and a prolonged period of underperformance in consumer companies may set the stage for a potential rebound and positive surprises.
BUSINESS
Why renewable and transmission utilities are best plays on power cycle
Tata MF’s Rahul Singh equipment manufacturers face the risk of transitioning from a “peak capex” cycle.
BUSINESS
Prashant Khemka on Trump tariff uncertainty: Negotiation tactic, India will come out fine
2025 will remain a “normal” year; remain fully in invested, as always, said the founder of WhiteOak
BUSINESS
‘Why would you not be bullish?’ — Tata MF’s Rahul Singh makes the big case for healthcare
From hospitals to diagnostics players, India’s healthcare story is a low-risk, long-term bet, set for years of 15–20% growth, Singh says.
